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deficit. and it's also in focus with samsung electronics, expected to release it's delayed guidance. at the same time, japan's retail giant will unveil their q3 forecast, as well. and december faels figures are due from taiwan. auoptronics and umc. >>> still to come, our next guest expects a 10% price drop in aural commodities over the new year. we'll find out why in just a moment. it turns out he turned his back on his homeland since the next tax. he received his russian passport as well as you can see a hug from the president. probably not easy to do to hug him. stephane is in paris. you have to have big arms to try and hug gerard. >> long, long arms. very long arms. >> i'm not quite sure why he's gone for a russian passport. i don't quite -- i thought he was going to live in belgium. anyway, how is this all going down? >> there's a fiscal agreement between france and russia in 1996 and he's in the still position when it comes to fiscal residence. the main criteria is the usual place of residence. in other words, if he still spends more than 50% of his time in trans, he will still
that samsung has come on very strong. when you go to a resaler, the sales for samsung are much stronger than they used to be. i think this shift has got to be acknowledged. as henry blodgett said, the stock is inexpensive. when you have something that is old news, new news, it doesn't matter, there is a continuing recognition that something is just not as great at apple that it used to be. >> i think we can make the argument all day and all night, the valuation, cash on hand, dividend that apple is paying. at the same time you can make that case for a lot of other tech stocks out there. they pay a dividend and yet the stocks don't move much anymore. and i'm thinking of like a microsoft, for instance. >> well, i was just reiterating what henry was saying. >> right. >> i feel that, again, there's a lot of things that are subtly wrong with apple. the new itune iteration is just hated. i don't know a soul who likes it. it's very clear that there are real issues involving the ipad mini and whether it's as exciting as it used to be. there is no omg factor. it's just -- frankly, as my daughter said
on your apple hat, all right? they would rather do business with samsung's chip, even though samsung is their biggest competitor, than switch to intel. >> what are we missing? there's uniform negativity here. we'll look back on it at end of this year and say, wait a second, we should have thought of that. >> don't throw that. >> that pc was bad, and they had every right to go out the window. all right, i've calmed down. >> there's no hope? >> anytime you have that budget, you can do it. i like stacy very much. it's a great manufacturer. there's hope. >> okay. >> there's hope. same level of hope. silver lining theory i call it. >> okay. when we come back, a wall street analyst known for being a longtime bear on netflix. and from textbook reynolds to the linked-in for college students, we'll talk to former yahoo! ceo. [ "i'm only human" plays ] humans. even when we cross our t's and dot our i's, we still run into problems. namely, other humans. at liberty mutual insurance, we understand. that's why our auto policies come with accident forgiveness if you qualify, where your rates won't
to buy an apple tablet but people in this world that will buy the cool pad 8060 for $100. >> that samsung phone and like the wider screen. the wider screen. >> the important thing is listen to the discussion we are having, about another company. >> i know we want to get to netflix as well. three of six quarters i believe they have missed since he has taken over, two of the last three. jobs was 11 straight and 19 of 20 quarters where they overdelivered. now, put that in some perspective for us in terms of conservative guidance. when does pressure build on him? >> now. already. no? >> we are a long way from that. a long way. >> do you think -- let me ask you, do you think four months ago, the company was a better company than it is now? >> no i think it's the same company. >> same company, right? so then why do you want to pay so much? >> other companies are not the same company. >> samsung is not the same company. google is not the same company. >> interestingly, to put today into some perspective, the last gap down for apple was july 22, 2008. so mornings light this don't happen lot. also
there is also a subsidy for the samsung galaxy. when you've only got two devices to choose from, not enough competition for these carriers to say, no, we're not going to pay that much. that certainly would seem to be something here that investors are going to continue to pay attention to. the margins are the key here. we'll see. high multiple stock, 15 times, does have a nice dividend as you point out. investors may be looking closely at the margin number for their guidance for the year, despite what are some positive comments. >> we love the stuff. how does it change. how does the metric change. if we look at the fios numbers, they start making money on the dvr, no, now it's just wireless. >> you don't want to forget about the other important parts of the business. there's a wire line business, and that's where they took the sandy charge in terms of the wire line. the positive effects from the union deal that will start to be felt this year. but wireless is the key for this company. it's what moves the stock. it is the most important component by far. this is a giant player that has had ex
ago. you look at the third-quarter share loss. 14.6% down from 23% a year ago. you look at samsung's growth, and samsung at 31% of worldwide shipments, from 8.8%. so we're seeing these two sort of cross paths here with samsung on the upswing, samsung yesterday reporting a record year, and apple on the down side. >> how long is tim cook going to subsidize its biggest enemy, samsung, and not go to taiwan semiconductors? do something about this south korean invasion. samsung is apple around the world. >> no doubt about it. took that nice train from london to paris. it goes a lot faster than amtrak, just so you know. >> does it lose money every year? >> no apple iphones to be found. but you saw a lot of galaxiegal >> you know, i've got to tell you, apple, wow, what a powerful hurt it's being put on a lot of people. this was one of those stories that everybody owns, and now everybody's saying, what the heck. >> right. >> got to break some news here with mary thompson. i think she's back at headquarters, news on aig. >> as we all know, the company's board is meeting today. and evidently
carefully before investing. >>> welcome back to "squawk" this morning. making headlines, samsung electronics says it's likely earned a quarterly profit of $8.3 billion, selling about 500 handsets a minute. samsung also benefiting from a pickup in demand for flat screens it makes for mobile devices, including those for rival apple products. but some analysts say investors are concerned samsung's momentum may slow in the first half. also at ces they're selling a $20,000 television that starts -- >> what? >> the new tvs start at 60 inches and go up to 100. >> 85? >> i heard about it. >> 85, that's -- >> life size at some point? >> oh, no. we wanted -- >> right. >> it will be in like two years. >> wait. that would be -- it would be more expensive to remodel your living room. >> now to sports and i like the sweater. i like you in that sweater. that's the sweater. >> i was in wisconsin when you said that i wore -- >> i don't think the guy could wear a sweater. but you're casual. you got the casual, almost a suito jean type thing going on. >> do a couple interviews in the field today and this is wh
. >> the competitor samsung, i keep thinking about the european trip, and you saw samsung there. >> i did. i got a lot of tweets on that, too, saying, you know, come on. >> you're breaking -- >> they have iphones over there, too. >> on "usa today," in front of the business section, all about apple losing their cool again. samsung, meantime, crossing in the 100 million unit mark in the galaxy. >> do you also throw out the suppliers with this, with the momentum downward? do you throw out the names like broadcom and qualcomm, which is both on android and apple? if apple is losing handsets to samsung, broadcom would pick that up. >> everything's so tainted. qualcomm, 4g, 5g, doesn't matter, you're going to need their chips. arm holdings downgraded today. the apple complex, which was so great when momentum was terrific, is, of course, in reverse momentum. i think people don't know what to do. there's a lot of people who came in to apple between 500 and 700, because i think many things seem like they're going great. and they don't know what to do, other than criticize people who wonder whether it's as great
. samsung reported good numbers. but this is a play on everybody else but apple. they do great touch work. good yield. t.j. saying this is the bottom in a cycle. i'm not going to doubt t.j. i think he's a pretty good guy. >> game stop? >> oh, my. you've got hardware down 2.7%. pre-own, which is always a terrific -- down 15%. digital, not analog. hardware not selling. i remember when you had to wait in line for the big games. i used to have to wait in line for my kids. now on game stop, it's off the gaming rules. >> nice second half of the year. >> a lot of people felt there was a lot of new product coming out, you'll find new devices. this gaming industry has become challenged. xbox doing well. >> good names to watch. when we come back, an exclusive with morgan stanley's u.s. equity strategist, adam parker is one of the last year's bears, becoming more bullish in 2013. after a strong 2012, what is eli lilly's prescription for profits this year. opening bell coming up in just about three minutes. ] how do you turn an entrepreneur's dream... ♪ into a scooter that talks to the cloud? ♪ o
. will microsoft go the way of the dying pc. >>> starbucks shares get a jolt this morning on earns. >>> samsung posted record profits but show signs that maybe the smartphone slowdown is not an apple problem. apple slightly higher after closing down 12% yesterday. >>> futures moving higher as the dow looks at a march toward record territory. posted gains for the tenth time in the last 11 sessions. also, the s&p 500 surpassing the 1,500 mark for the first time since december 2007, but closed below that level with a slight gain on the session. certainly it seems like it's all positive. the dow transports confirming this move higher. it was pointed out in a note a couple of days ago that that's the buy signal here on the dow. yesterday's market action, jim, was that concerning that it couldn't hold 1,500? >> i'm not going to be concerned about where they nailed it at the close. the earnings per share have just been stellar. not just the bottom one. the outline's been great. procter & gamble this morning, and i was on the starbucks call. they're firing on every single cylinder, delivering on all pr
've seen samsung is coming up a little bit but everybody still has an iphone. some sort of iphone. >> i think there's a lot of competition but i think apple probably still has an edge. >> a lot of the other phones are just, i don't know, more hype than anything. >> verizon buys data. that's about all i hear. >> do you think apple is losing its cool? >> yeah. i feel that way especially with the new iphone 5. >> why? >> because the new software is not as good as the old one. >> apple is extremely expensive especially with their data plan so if people are offering pretty much the same service for less people will go for that. >> my fiance has the glaxy and loves that as well so we kind of compete back and forth with each other. >> who's winning? >> he thinks he is. >> a couple of my friends are having samsung galaxy and starting to not like apple and have the samsung galaxy but again, me personally, the iphone sounds good. >> you want to say i have an iphone. >> yeah. >> you don't want to say i have a galaxy. >> here we go. yeah. >> all right. so still some cache. here is the telling thing
to happen. it has to happen in order to be able to grow. i keep coming back to, samsung has the hot one. arm holdings, they're in apple. people are saying, look, i can't take apple anymore. now, remember, it is at 520. >> and maybe inside of apple you play like qualcomm, which gets into device, not just an apple device. qualcomm is estimated there's about $4 to $5 of content in every iphone, and that is about the same as samsung. that's the ultimate -- >> i went out and saved money with qualcomm. scott mcgregor's got it down. it's in everything. amen, qualcomm. >> still in the smartphone space, r.i.m. having what is like almost an echo of past headlines. that is more trouble with service in the middle east. i think asia -- no, middle east -- >> africa. >> -- africa, yeah. >> and indonesia. that's where they're headquartered, isn't it? >> big population there. >> another downgrade today. it's really -- the new iteration is apparently not taking the world by storm, right? you switched. everybody switched. >> i switched. >> you switched, right? growing work horses here, this is the bmo. the sto
asian suppliers today. south korea's samsung electronics, lg display and sk hynix were also hurt by the news. >>> rio tinto says it will increase production by about 15% this year en route to a new record in 2012 that beat its own guidance. it's strong chinese demand which droe drove prices up around 80% since september. rio tinto shares declined early in australia. here in london, we're currently up .76%. >> interesting. meanwhile, china stands accused of illegally subsizing it's steelmakers. the steel producers are said to benefit from subsidized land, water, electricity and loans. that will help. the financial times reports that the european commission wants to strike back by slapping a duty of 50% on chinese coated steel. >> and for a look at asian commodity demand, we're joined by chung yang. good to see you. thank you for joining us. we had that strong china trade data out. what was interesting was quite a lot of stockpiling and rebuilding. i'm wondering whether they are doing that with commodities. >> i think for the euro for 201 is definitely the year of china play with t
and increasing competition from samsung are blamed. the iphone 5 was released in september. >>> i am still a republican. colin powell declaring his support for his political party but not before warning that some ideas held by his fellow republicans could be hurting the party's future. >> there's also a dark vein of intolerance in some parts of the party. what do i mean by that? what i mean by that is they still sort of look down on minorities. how can i evidence that? when i see a former governor say that the president is shucking and jiving. that's a racial era slave term. >> powell is most likely talking about former alaska governor sarah palin who blasted president obama for his handling of the benghazi consulate attack on facebook writing in part, "why the lies? why the cover up? why the dissembling about the cause of the murder of our ambassador? on the anniversary of the worst terror attacks on american soil. we deserve answers to this. president obama's shuck and jive shtick with these benghazi lies must end." joining me now cnn contributor and senior writer for cnn.com, gra l.z. g
component orders, other empirical metrics about the popularity versus samsung have changed dramatically. what's true? >> i think there's a combination, you know, of both, carl. i think what you saw was probably back in september, the stock got way ahead of itself. today i think the pessimism is, you know, too great. i think probably the stock is a fair value, around 600, 600 to $700 range. keep in mind, this is a technology company. as we move along the technology cycle, competition is going to come in. google's android and samsung are very formidable competitors. this is going to continue to happen. we'll see margins deteriorate at some point. that's the debate. when do you see those margins start to fall off. we don't think that's right now. >> we've seen it, channing. we've seen it. margins have peaked with the iphone 3gps. it's a decline we've seen for months and months. it sounds like your sentiment has also changed. even if it's just the margins, at what valuation do you think apple should be trading right now? it's not the valuation it was trading at when it was $700, according t
such as samsung. apple has dipped below the $500 mark in premarket trading this morning and that's the first time that's happened since last february 16th. so, it's like a roller coaster. i don't know if it comes back up the other way, though. >> why don't we talk about some of other other headlines as well. oracle has released an emergency update to its widely used java web blousing software after the u.s. government urged pc users to disable java last week because of a security vulnerability. oracle says the fix addresses two issues. some experts say the fix does not deal with the other flaws. >>> also bankrupt hostess is selling six bread brands to rival flour foods for $390. that includes wonder bread. hostess has not yet announced winning bidders for its snack brands but that is expected to take place within the next few weeks. >>> and finally u.p.s. is abandoning a nearly $7 billion deal to buy amsterdam's tnt express. that comes on word that european regulators would have rejected the deal as currently -- as it was currently set up. u.p.s. had first offered to buy tnt. europe's secretary l
. the victim settled his case with the city. >>> in money news samsung has hit a mobile milestone. the electronics giant said it has sold 100 million phones and tablets from its galaxy "s" series. the newest flagship of the series, the gal saxly s-3 has sold 40 million phones alone. >>> ice and snow makes travel difficult across many parts of the country. in louisiana dozens of accidents were reported and several roads closed because of freezing rain and low temperatures. chattanooga, tennessee, a car was crushed when a tree came crashing down because of strong winds. and in dallas, more than 170 flights were canceled due to freezing rain at destinations across the south. wintry weather stretches all the way to maine, though, parts of the northeast could see up to 6 inches of snow today. >>> in a little more than two hours president obama and vice president joe biden will unveil their plan to fight gun violence. here's what we're expecting them to say -- according to an official familiar with the situation the president will press for a ban on high capacity magazines, purr for uni
china buying 400 phones. >> and samsung is getting huge market share. by the way, the coolest new phone you'll ever see in your whole life, they now make a screen that doesn't break. >> what? >> it's foldable, twistable, you can't break it. >> have you broken a screen on your phone? >> no, but people are constantly breaking phones. you drop them on the floor and they break. anyway, amazon is taking aim at apple's i tune store unveiling amazon autorip. it's free versions of music cds they pufr chased. analysts hope it will encourage more people to use the class service. >> how would you know whether you were being a really good lincoln or not? how do we know how he acted and how he talked? how would you know if someone was a really good -- other than just good makeup? how would you know whether it was good performance? >> it's guesswork. it doesn't sound like daniel day-lewis. >> but they're saying that he is -- that no one should even show um, that is nominated with him because he's going to win. but how do you know he's realistic? >> it is amazing considering he's european and -- >> bu
Search Results 0 to 17 of about 18